Company lists · Data refreshed September 2026

Top 24 Asset management consulting firms based in Coral Gables, United States

Name: Asset management consulting firms based in Coral Gables, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 39 companies tracked

RevenueBase identified 39 company matches for asset management consulting firms associated with Coral Gables, United States as of September 2026 and tracks 248 professional contacts across them, including 136 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Coral Gables has 39.

This list covers company matches for asset management consulting firms associated with Coral Gables, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

39Companies

248Contacts tracked

136Verified emails

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The 24 largest asset management consulting firms based in Coral Gables, United States

Ranked by team size

Top 24 of 39 company matches for asset management consulting firms based in Coral Gables, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Evensky & Katz Foldes Wealth Management	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	11-50	47 contacts →
	Exact match “An independent Registered Investment Advisory firm founded in Coral Gables over 40 years ago, serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Zomma Group, LLP	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	11-50	39 contacts →
	Exact match “Headquartered in Coral Gables, Florida, the Zomma Group, LLP is a fully bilingual team that’s focused on our clients’ futures.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Seaview Investment Managers	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	11-50	21 contacts →
	Exact match “Seaview Investment Managers is an independent Registered Investment Advisor (RIA) that provides Investment Advisory Services to institutions and their advisors.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Vitality International Limited INC	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	51-200	11 contacts →
	Exact match “En Vitality International Limited Inc, diseñamos programas individuales para satisfacer sus necesidades, mediante un procesos de análisis del perfil del cliente, maximizando su…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Meira Wealth	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	10 contacts →
	Exact match “For over nearly three decades, we’ve loved coming to work and making a positive difference in our clients' financial lives.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Firestone Capital Management	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “Firestone Capital Management is a fee-only boutique wealth management and financial planning firm located in Coral Gables, Florida.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Archpoint Investors	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	11-50	9 contacts →
	Exact match “ArchPoint provides comprehensive investment solutions to families and institutions in need of the sophisticated resources necessary to build investment portfolios capable of…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	VIM Wealth Management	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	11-50	9 contacts →
	Exact match “Welcome to a different perspective.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Premia Global Advisors	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Founder: Miguel Sosa, CIMA Phone: 786 646-9140 msosa@premiaglobaladvisors.com Our priority is to help you achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Campbell Williams, INC	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “We are an Investment Consulting firm, working with high net worth individuals on their long term financial and tax planning.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Blackpoint Capital Partners	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “At BlackPoint Capital Partners, our mission is to provide personalized and comprehensive financial guidance to executives, business owners, and British and American expats…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Invenio Wealth Partners, LLC	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “We are a highly experienced team of wealth management professionals with an extensive background in financial planning, investment management and consulting for high-net-worth…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Loyola Asset Management	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “At Loyola, we work for a common goal: our clients success.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Globalinvest Financial Services INC	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	11-50	5 contacts →
	Exact match “Globalinvest Financial Services (GIFS) is a Registered Investment Advisor based in Coral Gables, Florida, offering personalized financial solutions to both domestic and…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Private Wealth Management Of Coral Gables	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “At Private Wealth Management of Coral Gables, we specialize in providing tailored financial solutions for our clients.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Rehmann International Wealth Managers	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “We are an independent wealth management firm located in Miami, Florida.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Fendz Asset Management, INC	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Fendz Asset Management – Elevating Wealth, Enriching Lifestyles Fendz Asset Management is an independent Registered Investment Advisory Firm and Insurance Agency serving the…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Confidence Management Services	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “We provide Asset Management services for asset owners in the hotel market.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Bayshore Wealth Advisors	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Bayshore Wealth Advisors is a Registered Investment Advisor, offering comprehensive financial planning and fee-only investment portfolio management services for individuals…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
20	Singer Xenos Schechter Sosler Wealth Management	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	11-50	2 contacts →
	Exact match “For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
21	Snowden Lane Partners	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	11-50	2 contacts →
	Exact match “Understanding our client’s life goals, risk tolerances, time horizons and liquidity needs are the drivers that will guide us in our approach to offering unbiased independent…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
22	Great Wealth Investments	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “An innovative approach to financial advice We provide guidance, advice, and investment options that help you and your family build a secure future.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
23	C Wealth Solutions	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “C Wealth Solutions helps you implement strategies that are designed to reduce waste, promote efficiency and allow your money to work harder for you by recapturing lost…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
24	Multus LLC Andes Investments, Multus Investments, Multus Consulting	Exact match	Coral Gables, FL, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Nos enfocamos en la asesoría de inversión para clientes privados e institucionales, orientando nuestros esfuerzos al desarrollo de estrategias alineadas con las necesidades y el…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 24 of 39 asset management consulting firms based in Coral Gables, United States

See the full list, filter by size, metro and specialty, and access 136 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Coral Gables, United States at a glance

As of Sep 14, 2026

54.8%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Coral Gables, so it is reported there. Company counts and contact totals on this page are exact for Coral Gables, over 39 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Coral Gables, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 136 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Coral Gables, United States?

RevenueBase identified 39 company matches for asset management consulting firms associated with Coral Gables, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Evensky & Katz Foldes Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Coral Gables has 39.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 136 professional contacts with verified work emails tracked across these 39 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.